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Certified Financial Consultant
2 months ago
Financial Life Advisors (FLA) is a reputable and expanding financial advisory firm seeking a skilled CERTIFIED FINANCIAL PLANNER. Our mission is to deliver outstanding service and tailored financial strategies to empower our clients in achieving their financial goals.
- Position: CERTIFIED FINANCIAL PLANNER
- Type: Full-time
- Working Hours: Monday-Friday, 8:30 AM - 5:30 PM CT
- Sales: No insurance or commission-based products involved
Key Responsibilities:
- Deliver holistic financial planning services
- Establish and nurture long-term client relationships
- Manage an initial portfolio of clients
- Leverage a strong referral network for growth and income potential
- Address client needs through a robust network of professional relationships
